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The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 8201
    Gardner Lewis Asset Management LPChadds Ford, PA · 12 clientsPrivate fund adviser
    Northern Trust 75%Goldman Sachs 25%
    $456M
  2. 8202
    True Wave Financial PlannersSacramento, CA · 956 clientsWealth manager
    Schwab 100%
    $456M
  3. 8203
    Access Investment Management, LLCAtlanta, GA · 32 clientsWealth manager
    Schwab 100%
    $456M
  4. 8204
    AGH Wealth Advisors, LLCWichita, KS · 489 clientsWealth managerWrap sponsorHybrid
    LPL Financial 57%American Trust Custody Services 43%
    $456M
  5. 8205
    Five Oceans Advisors117 clientsWealth manager
    Schwab 100%
    $456M
  6. 8206
    Truenorth Wealth & Impact, LLCJoplin, MO · 401 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $456M
  7. 8207
    Florida Financial Advisors, LLCTampa, FL · 3,005 clientsWealth managerWrap sponsorHybridTrinity Wealth Securities, L.L.C.
    Fidelity 52%Schwab 48%
    $456M
  8. 8208
    Worth Venture Partners, LLCFort Lee, NJ · 15 clientsPrivate fund adviser
    No custodian reported
    $456M
  9. 8209
    LGT Financial Advisors LLCDallas, TX · 147 clientsWealth manager
    Fidelity 55%Schwab 45%
    $456M
  10. 8210
    Benford Capital Partners Management, L.P.Chicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $456M
  11. 8211
    Cypress Asset Management IncHouston, TX · 87 clientsWealth manager
    Schwab 57%Merrill / Bank of America 22%
    $456M
  12. 8212
    Mullooly Asset Management, Inc.Wall Township, NJ · 533 clientsWealth manager
    Schwab 100%
    $456M
  13. 8213
    Chaney Capital Management Inc.Lynnwood, WA · 388 clientsWealth manager
    Schwab 100%
    $456M
  14. 8214
    Cove Private Wealth, LLCOyster Bay, NY · 95 clientsWealth manager
    Goldman Sachs 89%
    $455M
  15. 8215
    Sicart Associates, LLCNew York, NY · 110 clientsWealth manager
    Pershing 100%
    $455M
  16. 8216
    Flourish Wealth Management Inc.Edina, MN · 157 clientsWealth manager
    Schwab 100%
    $455M
  17. 8217
    Eagle Capital Management, LLCMandeville, LA · 312 clientsWealth manager
    Schwab 82%
    $455M
  18. 8218
    Cedar Cove Wealth PartnersBloomington, MN · 2,036 clientsWealth managerWrap sponsor
    Fidelity 100%
    $455M
  19. 8219
    IVC Wealth Advisors LLCSilverdale, PA · 580 clientsWealth manager
    Schwab 100%
    $455M
  20. 8220
    Selective Wealth Management, Inc.Forest, VA · 697 clientsWealth manager
    Schwab 81%
    $455M
  21. 8221
    Whitestar Advisors, LLCBoca Raton, FL · 27 clientsAsset manager
    No custodian reported
    $454M
  22. 8222
    New Water Capital, L.P.Boca Raton, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $454M
  23. 8223
    Signature Wealth Management Partners, LLCMontvale, NJ · 432 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $454M
  24. 8224
    Provenance Management Co., LPBeverly Hills, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $454M
  25. 8225
    Confidence Wealth Management, Inc.Los Angeles, CA · 743 clientsWealth manager
    Schwab 100%
    $454M
  26. 8226
    Axient Investment Advisors LLCHuntsville, AL · 768 clientsWealth managerHybrid
    Pershing 100%
    $454M
  27. 8227
    Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWealth managerWrap sponsor
    Schwab 81%
    $454M
  28. 8228
    Columbus Investment Advisory Inc.New Albany, OH · 113 clientsWealth manager
    Schwab 87%
    $454M
  29. 8229
    Laurel Wealth PlanningEdina, MN · 177 clientsWealth manager
    Raymond James 100%
    $454M
  30. 8230
    Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
    Schwab 64%
    $454M
  31. 8231
    Brant Point Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $453M
  32. 8232
    Richmond Investment Services LLCMequon, WI · 890 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $453M
  33. 8233
    Robinswood FinancialKirkland, WA · 488 clientsWealth manager
    Schwab 100%
    $453M
  34. 8234
    Prentiss Smith & Company, Inc.Brattleboro, VT · 319 clientsWealth manager
    Schwab 83%
    $453M
  35. 8235
    McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
    Schwab 53%Fidelity Distributors Company 33%
    $453M
  36. 8236
    Cross Island Advisors LLCDarien, CTWealth manager
    No custodian reported
    $453M
  37. 8237
    IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
    Schwab 87%
    $453M
  38. 8238
    Endicott CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $453M
  39. 8239
    Nova R Wealth, Inc.Overland Park, KS · 323 clientsWealth manager
    Fidelity 100%
    $453M
  40. 8240
    Old North State Wealth Management, LLCWilmington, NC · 484 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $453M

RIAs by state